To obtain the Customer Information reports, select the Print button from the ManEx action buttons at the top of the screen.
The following screen will appear:
Select the appropriate radio for the output format you desire: Screen, Printer, XL File, TXT File, or PDF.
Highlight the desired report and then depress the Option tab if applicable.
Customer Information Report
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For the Customer Information report, select Active, Inactive or All by clicking on the desired radial. Depress the OK button.
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The following report will print:
Customer Contact Information Report
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For the Customer Contact Information report, choose Customer by highlighting then depressing the > button. If you want all of the Customers, depress the >> button.
Once selection is made, depress the OK button.
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The following report will print:
Customer Contact Anniversary Report
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For the Customer Contact Information report, choose Customer by highlighting then depressing the > button. If you want all of the Customers, depress the >> button. Enter From and To dates.
Once selection is made, depress the OK button.
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The following report will print:
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